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Baltimore-Washington Financial Advisors’s Wolfspeed WOLF Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-70
Closed -$1K – 260
2015
Q3 		$1K Buy
+70
New +$1.79K ﹤0.01% 260
2014
Q3 		– Sell
-150
Closed -$7K – 334
2014
Q2 		$7K Buy
+150
New +$7.46K ﹤0.01% 249
2014
Q1 		– Sell
-150
Closed -$9K – 293
2013
Q4 		$9K Hold
150
– – ﹤0.01% 237
2013
Q3 		$9K Buy
+150
New +$9.54K ﹤0.01% 185

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Baltimore-Washington Financial Advisors's WOLF Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of Wolfspeed (WOLF) in Q4 2015, closing a stake of 70 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in WOLF in Q3 2013 and held it in 4 quarters. The position peaked at $9K in Q4 2013. 258 funds tracked by Wall St. Rank hold WOLF as of Q4 2015.

  • Baltimore-Washington Financial Advisors reported no remaining Wolfspeed position as of Q4 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 70 Wolfspeed shares in Q4 2015, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Wolfspeed in Q3 2013 and held it in 4 quarters.
  • Baltimore-Washington Financial Advisors's Wolfspeed position peaked at $9K in Q4 2013.
  • 258 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.